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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
RAM
1901
Riggs Asset Management
Pennsylvania
$44.8K -$8.34K -51 -15%
FIM
1902
FWL Investment Management
Texas
$44.8K +$49.1K +300 New
WOSD
1903
WFA of San Diego
California
$44.6K – – –
AWM
1904
AllSquare Wealth Management
New York
$44.2K -$491 -3 -1%
EARNEST Partners
1905
EARNEST Partners
Georgia
$43.7K – – –
GA
1906
GoalVest Advisory
New York
$43.3K +$10.6K +65 +29%
HC
1907
Hoese & Co
Minnesota
$41.8K – – –
DF
1908
DecisionPoint Financial
Arizona
$41K – – –
OA
1909
Operose Advisors
Wisconsin
$41K +$45K +275 New
CMP
1910
Coston McIsaac & Partners
Maine
$41K – – –
GWSA
1911
Global Wealth Strategies & Associates
Colorado
$40.6K – – –
SIS
1912
Sound Income Strategies
Florida
$38.6K -$14.4K -88 -25%
SC
1913
Stephens Consulting
Michigan
$38.5K – – –
AA
1914
Addison Advisors
Vermont
$38.2K -$2.13K -13 -5%
IFAM
1915
Institutional & Family Asset Management
Colorado
$37.5K – – –
BIA
1916
Bell Investment Advisors
California
$35.2K -$13.2K -81 -26%
ACA
1917
Atlas Capital Advisors
Wyoming
$34.9K – – –
GEA
1918
Glen Eagle Advisors
New Jersey
$34.3K – – –
HI
1919
Hoey Investments
Pennsylvania
$34.3K +$4.91K +30 +15%
FP
1920
Financial Perspectives
Minnesota
$34.2K – – –
RW
1921
RVW Wealth
California
$33.3K +$36.5K +223 New
CHA
1922
Carmichael Hill & Associates
Maryland
$33.1K – – –
RL
1923
Rogco LP
Oklahoma
$33.1K +$36.3K +222 New
TWP
1924
TFO Wealth Partners
Ohio
$32.1K +$164 +1 +0.5%
LFA
1925
LGT Financial Advisors
Texas
$31.6K +$34.7K +212 New